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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,586 | $154,228+64.4% | $145,433+74.4% | $137,256+84.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,377 | $4,804-50.5% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $9,378 | $8,216+14.1% | $7,897+18.7% | $6,407+46.4% |
| Admin fee / account holder | $2,636 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |